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ISUPPLIER TRAINING GUIDE FOR SUPPLIERS

CONTENTS Login to iSupplier Portal (slide 3) View Purchase Orders (slide 9) View Invoice Status (slide 15) View Payment Status (slide 22) View supplier details (slide 27)

2

Login

3

4

ISUPPLIER PORTAL LOGIN - EMAIL

Login Email

Click on the log on link

Supplier would receive an email to access iSupplier portal with login and default password

5

Login with default password

ISUPPLIER PORTAL LOGIN

Enter Login, default password . Click on login button

Enter default password . Enter new password twice (Hint: use alphanumeric for new password) Click Submit button

Home page will open with 5 latest purchase orders displayed

Successful Login

ISUPPLIER PORTAL LOGIN – HOME PAGE

Click on Logout if no further transaction

Forgot Login Id/ Password

ISUPPLIER PORTAL LOGIN – FORGOT LOGIN ID/PASSWORD

In case password needs to be reset, click on the log on link from the Email

Click on Login Assistance link

Forgot Login Id/ Password

ISUPPLIER PORTAL LOGIN – FORGOT LOGIN ID/PASSWORD

Enter the user Name and Click Forgot Password. New password will be mailed

Else enter the email and click forgot User Name. User would receive an Email with the User ID (Note: All Supplier users by default will have their Email as user ID)

VIEW PURCHASE ORDER DETAILS

9

View Purchase Order

VIEW PURCHASE ORDER

Login to iSupplier Portal . Click on Orders tab

By default all open Purchase Orders are visible

VIEW PURCHASE ORDER

Search Purchase Order

To search for a specific Purchase Order, Click on Advanced Search

Enter PO Number Click Go button

Purchase Order is visible

Click on the icon to open header attachment

VIEW PURCHASE ORDER

View Purchase Order Details

Click on the Purchase Order

PO Header Details are shown

PO Line details with attachments are shown

PO summary displays the PO amount and the amount invoiced on this against the PO

VIEW PURCHASE ORDER

View Purchase Order Details - Attachments

Click on attachment icon to see the line level attachment

Click on title link to open the attachment

VIEW PURCHASE ORDER

View Purchase Order Details - Attachments

Click on return to attachments to revert back to attachment section

Click on link to revert back to PO details page

VIEW INVOICE STATUS

15

VIEW INVOICE STATUS

View Invoice Status

Login to iSupplier portal. Click on Finance tab

View Invoices search fields are displayed

Enter different search criteria to query invoices

VIEW INVOICE STATUS

View Invoices – all Approved invoices

Click Go button

Select Invoice Status “Approved & In Process”

All approved invoices are displayed

VIEW INVOICE STATUS

View Invoices – all Approved but Not Paid invoices

Select Invoice Status “Approved & In Process”, Payment Status = Not paid. Click Go Button

All unpaid approved invoices are displayed

VIEW INVOICE STATUS

View Invoices – On hold invoices

Select Invoice Status = “On Hold”. Click Go Button

All invoices on hold are displayed

170_System_Hold means not yet approved

VIEW INVOICE STATUS

View Invoices details

Enter a specific Invoice number. Click Go Button

Click on the Invoice Number

VIEW INVOICE STATUS

View Invoices details

Invoice details are displayed

Click on Scheduled Payments to see any pending payments

Click on Hold reasons to check for any hold on the invoice

Hold meaning are displayed Click on the link to

contact the PO Admin

VIEW PAYMENT STATUS

22

VIEW PAYMENT STATUS

View Payment Status

Login to iSupplier portal. Click on Finance tab

View Payments search fields are displayed

Enter different search criteria to query Payments

VIEW PAYMENT STATUS

View Payment Status

Enter the Payment Number Click Go button

Payment is displayed. Related Invoice and Purchase Order numbers are shown

VIEW PAYMENT STATUS

View Payment Status - Details

Click on the payment number to see the details

Invoices related to the payments are displayed along with the PO numbers

VIEW PAYMENT STATUS

View Payment Status – all Purchase Order

All Payments related the PO are displayed.

Enter the PO Number Click Go button

VIEW SUPPLIER INFORMATION

27

VIEW SUPPLIER INFORMATION

View Supplier Information

Login to iSupplier portal. Click on Admin tab

Details of suppliers are displayed: -General - Address - Contact - Banking - Payment details

VIEW SUPPLIER INFORMATION

View Supplier Information – General & Address Book

This displays the general details of supplier like Tax Payer ID/ tax Registration Number, Name of the supplier, tax registration country

The address book shows all the address created in Oracle for the purpose of Purchasing & Payments

VIEW SUPPLIER INFORMATION

View Supplier Information – Contact details

Displays the summary of all the active contacts for the supplier.

Display all Inactive contacts

Click on View to see the contact details

Contact details like; Name, Phone number, Fax Number, e-mail ID are displayed

VIEW SUPPLIER INFORMATION

View Supplier Information – Banking & Payment details

Displays the bank accounts of the supplier

Displays the payment method, payment currency, invoice currency

Definitions

32

DEFINITIONS

170 Systems_No_Cost_Hold – Awaiting approval and coding, pending project approval

170 Systems_Hold – Pending Accounts Payable approval or resolution